Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
S&P Global
SPGI
|
+$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$163M |
| 3 |
Entergy
ETR
|
+$126M |
| 4 |
Murphy Oil
MUR
|
+$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$325M |
| 2 |
Becton Dickinson
BDX
|
+$158M |
| 3 |
Crown Castle
CCI
|
+$148M |
| 4 |
TJX Companies
TJX
|
+$136M |
| 5 |
Public Service Enterprise Group
PEG
|
+$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Alaska Air
ALK
$7.22B
| $11.4M | 0.02% |
195,179
-229,259
| -54% | -$13.4M |
|
952
WD-40
WDFC
$2.85B
| $11.3M | 0.02% |
96,555
+1,794
| +2% | +$211K |
|
953
AZZ Inc
AZZ
$3.46B
| $11.3M | 0.02% |
187,790
+5,566
| +3% | +$334K |
|
954
Wynn Resorts
WYNN
$12.8B
| $11.3M | 0.02% |
124,151
+4,055
| +3% | +$368K |
|
955
Landstar System
LSTR
$4.5B
| $11.2M | 0.02% |
163,782
+18,832
| +13% | +$1.29M |
|
956
Bank of Hawaii
BOH
$2.7B
| $11.2M | 0.02% |
163,433
+18,415
| +13% | +$1.27M |
|
957
Bio-Rad Laboratories Class A
BIO
$7.49B
| $11.2M | 0.02% |
78,430
+8,552
| +12% | +$1.22M |
|
958
Red Robin
RRGB
$111M
| $11.2M | 0.02% |
236,341
-48,884
| -17% | -$2.32M |
|
959
IPG Photonics
IPGP
$3.44B
| $11.2M | 0.02% |
139,836
+17,521
| +14% | +$1.4M |
|
|
CLC
960
DELISTED
Clarcor
CLC
| $11.2M | 0.02% |
183,722
+23,079
| +14% | +$1.4M |
|
961
Oceaneering
OII
$2.45B
| $11.2M | 0.02% |
374,199
+41,227
| +12% | +$1.23M |
|
962
Semtech
SMTC
$5.36B
| $11.2M | 0.02% |
468,005
+8,280
| +2% | +$198K |
|
963
Avient
AVNT
$3.34B
| $11.2M | 0.02% |
316,621
+32,430
| +11% | +$1.14M |
|
964
Under Armour
UAA
$2.14B
| $11.1M | 0.02% |
277,665
-248,834
| -47% | -$9.99M |
|
965
Huntington Bancshares
HBAN
$25.8B
| $11.1M | 0.02% |
1,244,645
-4,116
| -0.3% | -$36.8K |
|
|
HRC
966
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $11.1M | 0.02% |
219,794
+27,989
| +15% | +$1.41M |
|
967
Range Resources
RRC
$8.3B
| $11.1M | 0.02% |
256,547
-164
| -0.1% | -$7.08K |
|
|
VSTO
968
DELISTED
Vista Outdoor Inc.
VSTO
| $11.1M | 0.02% |
231,870
+25,234
| +12% | +$1.2M |
|
969
Viavi Solutions
VIAV
$2.66B
| $11.1M | 0.02% |
1,667,592
+41,063
| +3% | +$272K |
|
|
ESV
970
DELISTED
Ensco Rowan plc
ESV
| $11.1M | 0.02% |
284,585
+85,783
| +43% | +$3.33M |
|
|
MINI
971
DELISTED
Mobile Mini Inc
MINI
| $11M | 0.02% |
318,709
+6,870
| +2% | +$238K |
|
972
Children's Place
PLCE
$170M
| $11M | 0.02% |
137,351
-4,928
| -3% | -$395K |
|
|
AXE
973
DELISTED
Anixter International Inc
AXE
| $11M | 0.02% |
206,126
+5,863
| +3% | +$312K |
|
|
DWA
974
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $11M | 0.02% |
268,568
+32,123
| +14% | +$1.31M |
|
975
Allegion
ALLE
$14.6B
| $11M | 0.02% |
158,057
+3,850
| +2% | +$267K |
|